Syncs all new contacts that are created in QuickBooks.
Sends review upon QuickBooks payment in FIOHS without any automation (only on the first invoice)
Automatically register sales receipts inside Quickbooks whenever a payment is made inside FIOHS for order forms, subscription payments, membership checkouts, and calendar payments
Automatically create an invoice inside Quickbooks as soon as an invoice is marked as sent inside FIOHS. This will also sync any updates made afterward inside FIOHS and mark it is paid inside QBO as soon as it is paid inside FIOHS
The QuickBooks integration for non-US customers now includes invoice syncing. Previously, non-US users faced issues due to mandatory tax requirements not being met. Now, users can create and attach taxes to products while generating invoices, ensuring successful synchronization with QuickBooks Online.
Benefit: This update streamlines the invoicing process for non-US users, enhancing accuracy and compliance with local tax regulations.
How to use it: Go to Payments > Settings > Taxes to create a tax, then attach it to your product while creating an invoice. Your invoices will now sync successfully with QuickBooks Online, including the necessary tax details.
This is applicable for any payment processed via order forms, calendars, or subsequent subscription payments as well
If a customer exists inside QBO with the same email id with which the transaction is processed, we will update the sales receipt corresponding to the same customer inside QB
If the customer is not present, we will create a new customer against the email id with which the transaction is processed
This will create a replica of the sent invoice, along with the total amount (including taxes and discounts) on QBO for frictionless accounting sync
Any updates made on the invoice inside FIOHS will be updated on QBO. This will include any invoice status change transitions inside FIOHS, such as the invoice is paid by the customer, or invoice is voided on FIOHS or any further discount is added upon customer request
This will not sync existing invoices already created within FIOHS. Only new invoices created from now on will get synced inside QBO
If a customer exists inside QBO with the same email id with which the transaction is processed, we will update the sales receipt corresponding to the same customer inside QB
If the customer is not present, we will create a new customer against the email ID with which the transaction is processed
- Once the integration has been established only NEW leads will be added as contacts to your location. It may take up to 5 mins before you see the new contact in the CRM
- To add older Quickbook contacts to the CRM please export them first then add them to the system via CSV
